Testing Outreach
Learn how to safely test your outreach campaigns before deploying them to live visitors.
Preview & Testing
Use the built-in preview feature to see how your outreach will appear on your website. Some outreach types provides a visual preview of how the element will look and behave.
For thorough testing, configure your outreach triggers to target only yourself as a visitor, so the outreach appears exclusively for you during development. This prevents accidentally showing incomplete or broken outreach to your actual website visitors.
Quick Test Setup
The fastest way to test an outreach campaign on yourself is with the Set up test for yourself button, found at the bottom of the trigger settings panel.
Step 1: Visit Your Website
Make sure you've visited your own website at least once with the Yaplet widget installed, using the same email address as your dashboard account. This creates a visitor record that links your dashboard account to a visitor session.
Step 2: Open Trigger Settings
Open any outreach item (banner, message, survey, or tour) and go to the trigger settings panel.
Step 3: Click the Button
Click Set up test for yourself at the bottom of the panel. This automatically configures three settings:
- Trigger: On page view
- Visitor rule: Visitor ID equals your own visitor ID
- Frequency: Send every time
Step 4: Save & Test
Save the outreach and visit your website. The outreach will trigger only for you on every page view, making it easy to verify appearance and behavior.
Step 5: Update Triggers for Production
Once you're satisfied, update the trigger settings to target your intended audience instead of just yourself.
Manual Test Setup
If you prefer to configure targeting manually, you can set up visitor rules by hand:
Step 1: Find Yourself in Visitors
Open your widget's visitors page to locate your own visitor session.
Step 2: Open Your Chat Session
Click on your visitor entry to open the chat interface.
Step 3: Edit Visitor Properties
From the chat interface, modify your visitor's custom properties or attributes that can be used for targeting.
Step 4: Configure Targeted Triggers
In your outreach's trigger configuration, set up visitor rules that match only the specific values you assigned to yourself. You can use the Visitor ID rule to target your exact visitor record.
Step 5: Test Thoroughly
Visit your website, trigger the outreach conditions, and verify the appearance and functionality work as expected across different scenarios.
Step 6: Update Triggers for Production
Once testing is complete and you're satisfied with the outreach, adjust the trigger settings to target your intended audience instead of just yourself.